DINESH

Jubilant Agri & Consumer Products

Industry: Agribusiness
Latest CMP 2,408
Today's Change ▲ 3.66%
52-Week High / Low 2,955 | 1,483
Price Date: 14-Aug-2026
Recommendation Sell
Target Price 2,225
Expected Upside -3.9%
Forecast Horizon 2 Years
Historical CAGR Not Available
1,000 Invested
Today's Value
Investment Period < 5 Years

Stock Snapshot

Post Results Return
+18.3%
Positive Re-rating
1-Year Target Price
2,083
2-Year Target Price
2,225
52-Week High / Low
2,955 / 1,483
20-Day Return
+22.3%
Market Cap (Cr.)
3,647
Current PE
21.9
P/BV Ratio
7.9
Dividend Yield
Industry PE
22.1

Price Performance

Basis of our Recommendation

Jubilant Agri & Consumer Products has recently faced a moderating revenue growth trend, which management attributes to a combination of high raw material costs and evolving fertilizer policies. Despite these challenges, the company maintains a stable market share of approximately 2.57%, indicating resilience in a fragmented agribusiness sector. Analysts highlight that while margins are under pressure, the improving pricing power within the industry could support future profitability. Vista's financial outlook reflects this cautious optimism, projecting a modest revenue growth trajectory alongside stable margins. The balance sheet remains conservatively financed, with a low debt-to-equity ratio of 0.24, which enhances financial stability. The agribusiness sector is characterized by a sunrise growth state, with a forecast CAGR of around 4.02%, driven by increasing demand for agrochemicals and sustainable practices. However, the need for urgent fertilizer policy reform and management of global supply chain challenges are critical watchpoints. Overall, while the current valuation aligns with intrinsic value, the expected upside of approximately 0.21% suggests limited near-term growth potential, necessitating close monitoring of industry dynamics and company performance over the next 12-24 months

👍 Why We Like This Stock

Things To Watch Out For

Key Parameters

Balance Sheet Strength
Conservatively Financed
Market Share
Stable
Industry Outlook
Improving
Analyst View
Not Available
Dividend History
No Dividend History
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 1,244 1,541 1,891 2,101 2,224
Profit Before Tax (Cr.) 75 118 175 182 196
PBT Margin 6.0% 7.6% 927.9% 8.6% 8.8%
Net Profit (Cr.) 64 94 132 135 146
Earnings Per Share 42.6 61.8 87.1 89.4 96.4

Analyst Recommendations

No analyst recommendations available.

Consensus Recommendation ► None
Consensus Target
Coverage 0 Analysts
Analysts' Viewpoint

Company Overview

Show Company Profile

Jubilant Agri and Consumer Products Limited manufactures and sells performance polymers, chemicals, and agri products in India and internationally. It operates through Performance Polymers & Chemicals, P&K Fertilizers, and Agri Nutrients segments. The company offers consumer products, including woodworking adhesives and wood finishes under the Jivanjor, Vamicol, Polystic, Charmwood, Hero, and Ultra Italia brands; and maintenance products comprising epoxy adhesive systems, sealants, instant adhesives, maintenance sprays, epoxy putty compounds, and paper glue products. It also provides food polymers, such as polyvinyl acetate for the chewing gum industry under the Vamipol 5, Vamipol 14, Vamipol 15, Vamipol 17, Vamipol 30, Vamipol 60, and Vamipol 100 brands; and Ester Gum that is used to produce the gum base for chewing and bubble gum under the Jubigum brand. In addition, the company offers vinyl pyridine latex, which is used in the dipping of automotive tire cords and conveyor belt fabrics under the Encord brand; and styrene butadiene and nitrile butadiene rubber latex for automotive tire manufacturers and tire cord dippers. Further, it provides crop nutrition products, such as single super phosphate fertilizer in both powder and granulated forms under the Ramban brand; and bio-stimulants. Additionally, the company produces and markets sulphuric acid as a chemical and plant growth regulator under the VAM-C brand; and provides plant macro and micronutrient products, including phosphorus, sulphur, zinc, calcium, boron, iron, copper, molybdenum, manganese, mycorrhiza, magnesium, and plant growth regulators. It also exports its products. The company was incorporated in 2008 and is based in Gurugram, India. Jubilant Agri and Consumer Products Limited operates as a subsidiary of Jubilant Industries Limited.